Podcast appearances and mentions of nick kunze

Nick Kunze from Sanlam Private Wealth unpacks the tariff turmoil after the Supreme Court rules them illegal, as US GDP prints softer and PCE inflation runs hot. Jason Swartz from Old Mutual Investment Group weighs up where the next surprises could land – and whether year-end elections pose any real market risk. Shannon Friedman, CEO of VAT Modernisation SA, outlines what it will take to overhaul South Africa's Vat system.

Nick Kunze of Sanlam Private Wealth discusses the day,s market moves, investor sentiment, the short term versus the long term, managing volatility, SA government bonds, and the case for SA Inc. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth on January's steadier US inflation print, what the earnings season is revealing, and how Cell C's maiden results stack up. Dr Frank Magwegwe from Nedbank weighs in as local consumers show tentative financial improvement, even as confidence remains fragile. Kristof Kruger from Prescient Securities on how the bond market responded to last week's Sona.

Nick Kunze of Sanlam Private Wealth discusses a dismal day on the markets, volatility taking centre stage, risk-off sentiment, safe havens, and US earnings coming to a close. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth on the Trump nominee for Fed chair and the commodity rout. David Fraser, chair of Peregrine Capital, on the outlook for SA Inc, and what it means for local shares and bonds. Darren Hele, CEO of Famous Brands, unpacks the mechanics behind the group's newly announced share buy-back.

Nick Kunze from Sanlam Private Wealth unpacks a strong Valterra Platinum update and why this week's rate decision is unlikely to jolt markets. Jonathan Kohler, CEO of Landsdowne Property Group, explains how to spot sectional title risks early – and why they matter. Niki Giles from Prescient Fund Services breaks down umbrella funds, compliance pressures and what auto-enrolment reforms could change.

Nick Kunze of Sanlam Private Wealth unpacks Trump's latest tariff salvo and why investors disliked Richemont's update. Keith McLachlan from Element Investment Managers explains how AI hyperscalers are shifting from asset-light models to heavy capital spending. Absa CIB's Craig Brewer on the gold price finding a floor, and why copper is emerging as the metal of the new age.

Nick Kunze of Sanlam Private Wealth runs us through the day's market developments, the rand, trends in commodities, the weaker dollar, the dynamics of oil, the Nikkei's movements, and a closer look at Japan. SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth weighs in on commidity market records over the holidays and into the new year. ETFsa's Mike Brown on the growth in the listed ETF, AMC and Actively Managed ETF sector in 2025. Plus, Jaco van Jaarsveldt of Experian on a surprising consumer indebtedness data point that may not indicate what it suggests ...

Nick Kunze of Sanlam Private Wealth runs us through the day's market moves, the performance of 2025, commodities, the oil price, the rand, and expectations for 2026. SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth discusses the day's market developments, the silver price, the gold-silver ratio, the dollar's performance, interest rate expectations, and whether a Santa rally is still on the cards. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth on Netflix's $72 billion move for Warner Bros, Stor-Age's book build priced above NAV, and Moody's decision to hold SA's rating steady. Craig Lawrence from BDO Wealth Advisers weighs in on why so many South Africans remain underprepared for retirement. Phryne Williams, Capital Assignments CEO, highlights the three big challenges facing South African asset managers today.

Nick Kunze from Sanlam Private Wealth on where SA Inc stocks offer real opportunity – and whether copper and silver still count as the ‘cheaper' commodities to watch. Bianca Botes from Citadel on the Rand's recent strength and what could drive the currency into the first quarter of 2026. Dr Ross Compton from the EnerGeo Alliance on South Africa's oil and gas potential – and what the country must get right to unlock it.

Nick Kunze of Sanlam Private Wealth unpacks the latest market moves, investor confidence and whether 2024 still has any returns left in it. He also discusses equity market trends, Pepkor's results and explains the 'Santa Claus Rally' and whether one might play out this December. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth unpacks CellC's IPO pricing, Spar's latest trading update and whether US markets are flashing signs of nerves. Maarten Ackerman from Citadel explains why the global economy is proving far more resilient than many expected. Robert Leibbrandt on how South Africans who've worked in the UK may be eligible for a UK pension.

Sanlam Private Wealth's Nick Kunze unpacks Aspen's €25 million boost, Vodacom's latest trading update, and the standout themes from the Mag 7 results. Coface Group Africa's Aroni Chaudhuri weighs in on the power challenges still facing SA. Eighty20's Andrew Fulton delves into South Africans' gambling habits – and which parts of their budgets are taking the hit.

Nick Kunze from Sanlam Private Wealth unpacks South Africa's grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One's Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns. Absa CIB's Anthony Kirui discusses the Absa Africa Financial Markets Index 2025, which shows steady progress in deepening and strengthening markets across the continent.

Nick Kunze from Sanlam Private Wealth on Prosus sealing its Just Eat Takeaway.com deal. Bastian Teichgreeber, CIO at Prescient Investment Management, ahead of Friday's crucial grey-listing verdict – and what graduating off the list could mean for SA. Sanisha Packirisamy from Momentum unpacks Q3 market data, as global tariff risks stoke inflation while SA's lower inflation target boosts bond yields.

Nick Kunze from Sanlam Private Wealth on whether investors should buy the dip as Trump's 100% China tariffs shake markets. Brandon Naidoo from Liberty Group South Africa unpacks how to navigate 130 000 offshore fund options. Gary Booysen from Rand Swiss talks their Triple Index Autocall structured product aimed at investors cautious of lofty valuations.

Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comments on the absence of US jobs data. George Cheveley from Ninety One breaks down the five key themes driving gold bulls. Herman van Papendorp from Momentum Investments outlines the strong investment case for local bonds, equities, and Reits.

Nick Kunze from Sanlam Private Wealth unpacks silver's surge as it edges toward all-time highs, while Mike Oswin from the World Gold Council explains how wholesale digital gold could transform the tradability of stored bullion. And Bianca Botes from Citadel Global takes us through the forces behind the rand's sharp swings – and why its volatility remains a hallmark of the currency.

Sanlam Private Wealth's Nick Kunze unpacks Investec's latest trading update and progress on its share buy-back programme. Paul Makube of FNB Commercial explains why red meat remains the biggest strain on household food bills. Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans' take-home pay.

Nick Kunze of Sanlam Private Wealth runs us through the day's market moves, reactions to today,s interest rate decision, Coca-Cola's job cut announcement, updates on Nvidia, UK trade relations, and investor sentiment. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth unpacks Caxton's results, where nearly 75% of its market cap is cash, and weighs in on City Lodge, as refurbishments hit occupancies. Gerrit Smit from Stonehage Fleming Investment Management on how the Mag 7's growth outpaces the S&P 500, plus the stock that has them truly excited. Dr Roelof Botha on the Q2 Afrimat Construction Index, with insights into South Africa's building and infrastructure activity.

Sanlam Private Wealth's Nick Kunze unpacks US jobs data and Opec's latest move. Parity Wealth's Sean Kelly on the rise of ETFs – and the risks passive investing may face. Mesh.trade MD Connie Bloem explains their yield-bearing ZAR stablecoin and its real-world use cases.

Nick Kunze from Sanlam Private Wealth on Northam Platinum delivering decent results, even as PGM prices remained under pressure, while gold closed out the month firmly with a bullish move higher. KAP CEO Gary Chaplin reflects on a tough set of results, but highlights that the group's new production facilities are already operating ahead of schedule. Kwanele Ngogela from Just Share unpacks which Top 40 companies rank best – and worst – in terms of low-level pay.

Nick Kunze of Sanlam Private Wealth discussed the day's market moves, unpacking August's developments, Nvidia results, Impala Platinum's results, the commodities cycle, and expectations for September. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth breaks down Berkshire's move into UnitedHealth and a Sibanye Stillwater update. John Gilchrist, CIO at PSG Asset Management, shares how to stay the course amid market uncertainty. Plus, Priscilla Sefoka from Tax Consulting SA explains how to claim your medical expenses on your tax return.

Nick Kunze from Sanlam Private Wealth on what to watch in the upcoming Absa and Standard Bank results. Florbela Yates from Equilibrium, on country bias and the risks of overinvesting in the home market. FNB Wealth & Investments' Samukelo Zwane on why we must rethink retirement as most investors aren't saving enough.

Nick Kunze from Sanlam Private Wealth comments on disappointing US jobs data and the dismissal of the BLS head. Sasria CEO Mpumi Tyikwe outlines how the balance sheet has been strengthened post-2021 riots, with new reinsurers now on board. Old Mutual's Vuyokazi Mabude unpacks the 2025 Old Mutual Savings & Investment Monitor, which reveals growing optimism among South African consumers.

Nick Kunze from Sanlam Private Wealth unpacks AVI's latest update and how the group is managing to defend its margins. Viv Govender from Rand Swiss weighs in on Netflix's strong results – but with no real leverage, is there still value in the stock? Chris Coetzee, CEO of FinFix, on using the 50/30/20 rule to rescue your budget and start building an emergency fund.

Nick Kunze of Sanlam Private Wealth on Valterra Platinum's latest update, as flooding and lower PGM prices during the period hurt, and Hyprop's move to take a controlling interest in MAS Plc. Stonehage Fleming Global's Gerrit Smit weighs in on being careful with your diversification. And Tuesday Consulting's Julie Murray shares insights on succession planning in the evolving banking landscape.

Nick Kunze of Sanlam Private Wealth weighs in on markets seeming unconcerned as Trump ups tariff rates again, Richemont's update, and on US banks Q2 earnings. BankservAfrica's Israel Skosana shares insights on local payment tech and how we stack up against the world. And, Crue Invest's Sherry Tapfuma on staying invested regardless of market conditions.

Sanlam Private Wealth's Nick Kunze runs us through the day's market moves, continued news coming out of the US around tariffs and how investors are digesting it, palladium prices, the PIC increasing its stake in Telkom, and where he's finding value. SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Wealth unpacks MultiChoice's potential tie-up with Canal+ and Hudaco's acquisition-driven outlook. Herman van Papendorp from Momentum Investments shares his economic forecast for the rest of 2025. Sashin Naidoo of CDH weighs in on why employers may soon be barred from requesting pay slips from jobseekers.

Sanlam's Nick Kunze on Friday's resource rout – just another day in the life of volatile commodities? 4Sight Group CEO Tertius Zitzke unpacks results and what makes the business tick. FNB Wealth and Investments' Samukelo Zwane shares insights from their retirement survey – middle-income earners are cutting back on contributions.

Nick Kunze from Sanlam Private Wealth on whether US strikes on Iran pose a risk to oil prices – and by extension, inflation. Absa CIB's Opy Ramaremisa outlines the challenges and potential solutions in Africa's renewable energy sector. Dr Misheck Mutize from UCT's Graduate School of Business on the mispricing of African sovereign debt.

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's results – what spooked the market? Plus, if you held Anglo American at Friday's close, you now own Valterra. Should you hang on to this PGM play? Hywel George from Old Mutual Investments explores the logic behind Trumpanomics. PSG Wealth's Wendy Myers shares tips on picking the right share trading platform.

Nick Kunze from Sanlam Private Wealth talks markets: Nampak's results as the turnaround continues and Sasol gets R3.9 billion from Transnet. Philip Short of Flagship Asset Management on adjusting global portfolios during tariffs and higher yields. Morningstar Investment Management SA's Roné Swanepoel offers tips on staying steady in times of uncertainty.

Nick Kunze from Sanlam Private Wealth unpacks the impact of Moody's downgrade of US debt and how Richemont continues to impress the market. Afrimat CEO Andries van Heerden discusses the company's results, which came in below expectations. Heinrich Louw of Cliffe Dekker Hofmeyr explains the risks directors face when companies fail to pay their taxes.

Nick Kunze of Sanlam Private Wealth discusses AngloGold and the outlook for gold miners' profits as the metal trades just below record highs. Sappi CEO Steve Binnie unpacks the company's results and the possible upside from trade tariffs. KAL CEO Sean Walsh comments on results, with revenue impacted by lower fuel prices.

Nick Kunze from Sanlam Private Wealth unpacks US GDP, jobs data, and Opec's plan to fast-track production hikes in June. Harris Gorre of Grove Point Investment Management explores the investment opportunities emerging from the US 10-year bond selloff. Petri Redelinghuys of Herenya Capital Advisors weighs in on navigating volatile markets versus trending ones – which offers the edge?

Nick Kunze from Sanlam Private Wealth unpacks strong US bank earnings – impressive, but are they just history? The real focus is the US 10-year and the uncertainty ahead. STANLIB's Rademeyer Vermaak weighs in on the biggest drivers likely to shape the local equity market this year. Investec Business Banking's Dylan Govender on the 90-day tariff pause – is it enough breathing room for businesses to plan ahead?

If Trump sticks to his tariff guns, where should your money go? Value stocks, defensive plays, or glittering gold? Nick Kunze from Sanlam Private Wealth weighs in. Tarina Vlok, MD of Elite Risk Acceptance, shares how to protect your prized possessions – when luxury calls for elite cover. Momentum's Andile Jonas explains why stashing cash isn't a strategy – long-term wealth needs more than just savings.

Nick Kunze from Sanlam Private Wealth on the latest US inflation data: With this increase coming in hot, how concerned should we be? Luno's Johan Hetzel talks about how illicit transactions in crypto are now significantly lower than in traditional finance. Rob Southey from Momentum Corporate takes a look at where the two-pot withdrawals have been going.

Nick Kunze from Sanlam Private Wealth unpacks Rainbow's results and what US jobs data means for markets. Andrew Williams from Schroders on Trump, tech, and whether value stocks still offer real value. Dylan Govender of Investec Business Banking explores Trump's bold trade moves and what local investors should keep an eye on.

Nick Kunze from Sanlam Private Wealth breaks down Truworths's results and Thungela's latest update. KAP CEO Gary Chaplin on results as their new fibreboard production kicks into gear. Mesh.trade MD Connie Bloem on shaking up gold with tokenised TroyGold.

Nick Kunze from Sanlam Private Wealth unpacks more strong US jobs data and more Trump risks, while Integral Investment Managers's Keith McLachlan explores ‘mine streaming,' where funders are repaid in mined commodities. Beer Association of SA CEO Charlene Louw breaks down the scale of the local and global beer economy.

Nick Kunze from Sanlam Private Wealth on load shedding and trade wars ... it's about to get bumpy. Gert Blignaut, CEO Beefmaster Group SA, explains why beef producers are upbeat about 2025 prospects. PR de Wet from VDT Attorneys stresses that smart tax planning today fuels stronger portfolio growth tomorrow.

Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.